Downlink pulser for mud pulse telemetry

ABSTRACT

A mud pulse telemetry system comprises a surface located fluid supply line having a drilling fluid flowing therein. A non-venting pulser is disposed in the drilling fluid in the supply line, and the non-venting pulser is adapted to generate pressure fluctuations in the flowing drilling fluid. A downhole receiver in hydraulic communication with the non-venting pulser is adapted to detect the pressure fluctuations in the drilling fluid. A method for transmitting pressure signals from a surface location to a downhole location in a wellbore, comprises disposing a non-venting pulser in a surface located fluid supply line having a drilling fluid flowing therein. The non-venting pulser is actuated to generate pressure fluctuations in the flowing drilling fluid according to a predetermined encoding scheme. The pressure fluctuations are detected with a downhole receiver in hydraulic communication with the non-venting pulser.

CROSS REFERENCE TO RELATED APPLICATIONS

This application is a Continuation of U.S. patent application Ser. No. 10/422,440 filed Apr. 24, 2003, now U.S. Pat. No. 7,250,873, which is a Continuation-in-Part of U.S. patent application Ser. No. 10/223,169 filed on Aug. 19, 2002, now U.S. Pat. No. 6,975,244 which is a Continuation-in-Part of U.S. patent application Ser. No. 09/794,964 filed on Feb. 27, 2001, now U.S. Pat. No. 6,626,253. Each of which is fully incorporated herein by reference.

BACKGROUND OF THE INVENTION

1. Field of the Invention

The present invention relates to drilling fluid telemetry systems and, more particularly, to a telemetry system incorporating an oscillating shear valve for modulating the pressure of a drilling fluid circulating in a drill string within a well bore.

2. Description of the Related Art

Drilling fluid telemetry systems, generally referred to as mud pulse systems, are particularly adapted for telemetry of information from the bottom of a borehole to the surface of the earth during oil well drilling operations. The information telemetered often includes, but is not limited to, parameters of pressure, temperature, direction and deviation of the well bore. Other parameter include logging data such as resistivity of the various layers, sonic density, porosity, induction, self potential and pressure gradients. This information is critical to efficiency in the drilling operation.

Mud pulse valves must operate under extremely high static downhole pressures, high temperatures, high flow rates and various erosive flow types. At these conditions, the valve must be able to create pressure pulses of around 100-300 psi.

Different types of valve systems are used to generate downhole pressure pulses. Valves that open and close a bypass from the inside of the drill string to the wellbore annulus create negative pressure pulses, for example see U.S. Pat. No. 4,953,595. Valves that use a controlled restriction placed in the circulating mud stream are commonly referred to as positive pulse systems, for example see U.S. Pat. No. 3,958,217.

The oil drilling industries need is to effectively increase mud pulse data transmission rates to accommodate the ever increasing amount of measured downhole data. The major disadvantage of available mud pulse valves is the low data transmission rate. Increasing the data rate with available valve types leads to unacceptably large power consumption, unacceptable pulse distortion, or may be physically impractical due to erosion, washing, and abrasive wear. Because of their low activation speed, nearly all existing mud pulse valves are only capable of generating discrete pulses. To effectively use carrier waves to send frequency shift (FSK) or phase shift (PSK) coded signals to the surface, the actuation speed must be increased and fully controlled.

Another example for a negative pulsing valve is illustrated in U.S. Pat. No. 4,351,037. This technology includes a downhole valve for venting a portion of the circulating fluid from the interior of the drill string to the annular space between the pipe string and the borehole wall. Drilling fluids are circulated down the inside of the drill string, out through the drill bit and up the annular space to surface. By momentarily venting a portion of the fluid flow out a lateral port, an instantaneous pressure drop is produced and is detectable at the surface to provide an indication of the downhole venting. A downhole instrument is arranged to generate a signal or mechanical action upon the occurrence of a downhole detected event to produce the above described venting. The downhole valve disclosed is defined in part by a valve seat having an inlet and outlet and a valve stem movable to and away from the inlet end of the valve seat in a linear path with the drill string.

All negative pulsing valves need a certain high differential pressure below the valve to create sufficient pressure drop when the valve is open. Because of this high differential pressure, negative pulse valves are more prone to washing. In general, it is not desirable to bypass flow above the bit into the annulus. Therefore it must be ensured, that the valve is able to completely close the bypass. With each actuation, the valve hits against the valve seat. Because of this impact, negative pulsing valves are more prone to mechanical and abrasive wear than positive pulsing valves.

Positive pulsing valves might, but do not need to, fully close the flow path for operation. Positive poppet type valves are less prone to wear out the valve seat. The main forces acting on positive poppet valves are hydraulic forces, because the valves open or close axially against the flow stream. To reduce the actuation power some poppet valves are hydraulically powered as shown in U.S. Pat. No. 3,958,217. Hereby the main valve is indirectly operated by a pilot valve. The low power consumption pilot valve closes a flow restriction, which activates the main valve to create the pressure drop. The power consumption of this kind of valve is very small. The disadvantage of this valve is the passive operated main valve. With high actuation rates the passive main valve is not able to follow the active operated pilot valve. The pulse signal generated is highly distorted and hardly detectable at the surface.

Rotating disc valves open and close flow channels perpendicular to the flow stream. Hydraulic forces acting against the valve are smaller than for poppet type valves. With increasing actuation speed, dynamic forces of inertia are the main power consuming forces. U.S. Pat. No. 3,764,968 describes a rotating valve for the purpose to transmit frequency shift key (FSK) or phase shift key (PSK) coded signals. The valve uses a rotating disc and a non-rotating stator with a number of corresponding slots. The rotor is continuously driven by an electrical motor. Depending on the motor speed, a certain frequency of pressure pulses are created in the flow as the rotor intermittently interrupts the fluid flow. Motor speed changes are required to change the pressure pulse frequency to allow FSK or PSK type signals. There are several pulses per rotor revolution, corresponding to the number of slots in the rotor and stator. To change the phase or frequency requires the rotor to increase or decrease in speed. This may take a rotor revolution to overcome the rotational inertia and to achieve the new phase or frequency, thereby requiring several pulse cycles to make the transition. Amplitude coding of the signal is inherently not possible with this kind of continuously rotating device. In order to change the frequency or phase, large moments of inertia, associated with the motor, must be overcome, requiring a substantial amount of power. When continuously rotated at a certain speed, a turbine might be used or a gear might be included to reduce power consumption of the system. On the other hand, both options dramatically increase the inertia and power consumption of the system when changing from one to another speed for signal coding. Another advantage of the oscillating shear valve is the option to use more sophisticated coding schemes than just binary coding. With the fast switching speed and large bandwidth of the oscillating shear valve, multivalent codes are possible (e.g. three different conditions to encode the signal). The large bandwidth also enables the operator to use chirps and sweeps to encode signals.

The aforesaid examples illustrate some of the critical considerations that exist in the application of a fast acting valve for generating a pressure pulse. Other considerations in the use of these systems for borehole operations involve the extreme impact forces, dynamic (vibrational) energies, existing in a moving drill string. The result is excessive wear, fatigue, and failure in operating parts of the system. The particular difficulties encountered in a drill string environment, including the requirement for a long lasting system to prevent premature malfunction and replacement of parts, require a robust and reliable valve system.

There are also requirements to communicate from the surface to the downhole systems. Such communication may be used to change downhole adjustable drilling parameters, change logging parameters, and to change or adjust the communication parameters between the surface and downhole systems to improve the transfer of data.

Prior art techniques for surface to downhole communication commonly include (i) changing the rotary speed of the drill string, and/or (iii) bypassing a portion of the high pressure output of the drill fluid pumps at the surface. Both techniques have disadvantages. For example, rotary speed changes of the drill string are commonly detected by rotational sensors, such as accelerometers, downhole. Long drill strings, however, are flexible and may exhibit axial, bending, and torsional responses to the forces imposed on the drill string. Changing the rotational speed to send a downlink signal may excite some, or all, of the aforementioned responses. These responses may cause damage to the drill string. In addition, the communication speed is very slow because the large rotational inertia of the entire drill string must be accelerated and decelerated to send a signal. The downhole drill string components are also exposed to rotational speed changes due to the load changes and the stick/slip action of the drilling process. The rotational speed changes caused by the drilling process can easily interfere with the surface generated rotational speed change leading to missed or misinterpreted signals.

Bypassing a portion of drilling fluid from the pump discharge line that supplies the drill string causes a flow decrease and pressure decrease downhole. A downhole flow and/or pressure sensor is commonly used to detect such changes. Typically, the bypass is accomplished with a bypass valve that diverts a portion of the high pressure (on the order of 210 bar/3000 psi) fluid from the supply line back to the suction pit that is typically at atmospheric pressure. This venting action generates very high fluid velocities through the valve, leading to extreme valve erosion. Even wear resistant coatings such as diamond and tungsten carbide show high wear rates causing frequent replacement at relatively high cost. Valve failure due to such erosion can be a safety hazard due to the high pressures involved. The trend to deeper wells leads to even higher supply line pressures (on the order of 490 bar/7000 psi) exacerbating the wear situation. In addition, such bypass systems act at low actuation speeds leading to single pulse signal lengths longer than several seconds. Transmitting data words leads to undesirably long rig delays.

The low actuation speeds of the exemplary prior art downlink systems and methods limit the operator to the use of discrete pulses to send signals. Detection of these pulses is more prone to fail than would be detection of essentially continuous wave form signals using more sophisticated encoding techniques.

The methods and apparatus of the present invention overcome the foregoing disadvantages of the prior art by providing a mud pulse telemetry system incorporating a novel downlink system without the need of a bypass valve.

SUMMARY OF THE INVENTION

The present invention contemplates a mud pulse downlink telemetry system utilizing a non-venting pulser in a surface flow line for generating pressure pulses in the drilling fluid that are detected at a downhole receiver.

In one aspect of the invention, a mud pulse telemetry system comprises a surface located fluid supply line having a drilling fluid flowing therein. A non-venting pulser is disposed in the drilling fluid in the supply line, and the non-venting pulser is adapted to generate pressure fluctuations in the flowing drilling fluid. A downhole receiver in hydraulic communication with the non-venting pulser is adapted to detect the pressure fluctuations in the drilling fluid.

In another aspect of the present invention, a method for transmitting pressure signals from a surface location to a downhole location in a wellbore, comprises disposing a non-venting pulser in a surface located fluid supply line having a drilling fluid flowing therein. The non-venting pulser is actuated to generate pressure fluctuations in the flowing drilling fluid according to a predetermined encoding scheme. The pressure fluctuations are detected with a downhole receiver in hydraulic communication with the non-venting pulser.

In yet another aspect of the present invention, a method for generating pressure fluctuations in a flowing drilling fluid comprises disposing a non-rotating stator in a surface located fluid supply line having a drilling fluid flowing therein. A rotor is disposed in the flowing drilling fluid proximate the stator. The rotor is driven with a drive system in a controllable rotationally oscillating manner for generating pressure fluctuations in the flowing drilling fluid according to a predetermined encoding scheme. The drive system controls at least one of (i) oscillating frequency of the rotor; (ii) oscillating angle of the rotor; and (iii) oscillating phase of the rotor.

Examples of the more important features of the invention thus have been summarized rather broadly in order that the detailed description thereof that follows may be better understood, and in order that the contributions to the art may be appreciated. There are, of course, additional features of the invention that will be described hereinafter and which will form the subject of the claims appended hereto.

BRIEF DESCRIPTION OF THE DRAWINGS

For detailed understanding of the present invention, references should be made to the following detailed description of the preferred embodiment, taken in conjunction with the accompanying drawings, in which like elements have been given like numerals, wherein:

FIG. 1 is a schematic diagram showing a drilling rig engaged in drilling operations;

FIG. 2 a-c are schematics of an oscillating shear valve according to one embodiment of the present invention;

FIG. 3 a is a schematic of a typical torque signature acting on an oscillating shear valve according to one embodiment of the present invention;

FIG. 3 b is a schematic of a magnetic spring assembly according to one embodiment of the present invention;

FIG. 3 c is a cross section view of the magnetic spring assembly of FIG. 3 b;

FIG. 3 d is a schematic of a shaped torque profile according to one embodiment of the present invention;

FIG. 4 is schematic which describes Phase Shift Key encoding using an oscillating shear valve according to one embodiment of the present invention;

FIG. 5 is a schematic which describes Frequency Shift Key encoding using an oscillating shear valve according to one embodiment of the present invention;

FIG. 6 a illustrates a continuously rotating shear valve;

FIG. 6 b illustrates an oscillating shear valve according to one embodiment of the present invention;

FIG. 6 c illustrates the jamming tendency of a continuously rotating shear valve;

FIG. 6 d illustrates the anti-jamming feature of an oscillating shear valve according to one embodiment of the present invention;

FIG. 7 is a schematic which describes a combination of a Frequency Shift Key and an Amplitude Shift Key encoding using an oscillating shear valve according to one embodiment of the present invention;

FIG. 8A is a schematic of an oscillating shear valve incorporating a motor-gear system combination for oscillating the shear valve rotor according to one preferred embodiment of the present invention;

FIG. 8B is a section view through the gear system of FIG. 8A;

FIG. 8C is a schematic showing the torque limits for a motor driven—versus a motor-gear driven system;

FIG. 9A is a schematic of an oscillating shear valve incorporating a motor-cam shaft gear combination according to one preferred embodiment of the present invention;

FIG. 9B is a section view through the gear system section of FIG. 9A;

FIG. 9C shows a mechanism to change the eccentricity and therefore the resulting oscillation angle of the gear system according to one preferred embodiment of the present invention;

FIG. 9D shows an example of a cam shaft gear torque vs. speed ratio according to one preferred embodiment of the present invention;

FIG. 10 shows an example of multivalent coding according to one preferred embodiment of the present invention;

FIG. 11 shows an example of using chirps to encode a signal according to one preferred embodiment of the present invention;

FIG. 12 shows an example of a measured, time-varying frequency signal at the location of a receiver according to one preferred embodiment of the present invention;

FIG. 13 shows another example of a measured time varying frequency signal at the location of a receiver at another location different from that of FIG. 12 according to one preferred embodiment of the present invention;

FIG. 14 shows discrete signals of different shapes according to one preferred embodiment of the present invention; and

FIG. 15 is a schematic diagram of a drilling telemetry system incorporating a surface located non-venting pulser according to one embodiment of the present invention.

DESCRIPTION OF PREFERRED EMBODIMENTS

FIG. 1 is a schematic diagram showing a drilling rig 1 engaged in drilling operations. Drilling fluid 31, also called drilling mud, is circulated by pump 12 through the drill string 9 down through the bottom hole assembly (BHA) 10, through the drill bit 11 and back to the surface through the annulus 15 between the drill string 9 and the borehole wall 16. The BHA 10 may comprise any of a number of sensor modules 17, 20, 22 which may include formation evaluation sensors and directional sensors. These sensors are well known in the art and are not described further. The BHA 10 also contains a pulser assembly 19 which induces pressure fluctuations in the mud flow. The pressure fluctuations, or pulses, propagate to the surface through the mud flow in the drill string 9 and are detected at the surface by a sensor 18 and a control unit 24. The sensor 18 is connected to the flow line 13 and may be a pressure transducer, or alternatively, may be a flow transducer.

FIG. 2 a is a schematic view of the pulser, also called an oscillating shear valve, assembly 19, for mud pulse telemetry. The pulser assembly 19 is located in the inner bore of the tool housing 101. The housing 101 may be a bored drill collar in the bottom hole assembly 10, or, alternatively, a separate housing adapted to fit into a drill collar bore. The drilling fluid 31 flows through the stator 102 and rotor 103 and passes through the annulus between the pulser housing 108 and the inner diameter of the tool housing 101.

The stator 102, see FIGS. 2 a and 2 b, is fixed with respect to the tool housing 101 and to the pulser housing 108 and has multiple lengthwise flow passages 120. The rotor 103, see FIGS. 2 a and 2 c, is disk shaped with notched blades 130 creating flow passages 125 similar in size and shape to the flow passages 120 in the stator 102. Alternatively, the flow passages 120 and 125 may be holes through the stator 102 and the rotor 103, respectively. The rotor passages 125 are adapted such that they can be aligned, at one angular position with the stator passages 120 to create a straight through flow path. The rotor 103 is positioned in close proximity to the stator 102 and is adapted to rotationally oscillate. An angular displacement of the rotor 103 with respect to the stator 102 changes the effective flow area creating pressure fluctuations in the circulated mud column. To achieve one pressure cycle it is necessary to open and close the flow channel by changing the angular positioning of the rotor blades 130 with respect to the stator flow passage 120. This can be done with an oscillating movement of the rotor 103. Rotor blades 130 are rotated in a first direction until the flow area is fully or partly restricted. This creates a pressure increase. They are then rotated in the opposite direction to open the flow path again. This creates a pressure decrease. The required angular displacement depends on the design of the rotor 103 and stator 102. The more flow paths the rotor 103 incorporates, the less the angular displacement required to create a pressure fluctuation is. A small actuation angle to create the pressure drop is desirable. The power required to accelerate the rotor 103 is proportional to the angular displacement. The lower the angular displacement is, the lower the required actuation power to accelerate or decelerate the rotor 103 is. As an example, with eight flow openings on the rotor 103 and on the stator 102, an angular displacement of approximately 22.5° is used to create the pressure drop. This keeps the actuation energy relatively small at high pulse frequencies. Note that it is not necessary to completely block the flow to create a pressure pulse and therefore different amounts of blockage, or angular rotation, create different pulse amplitudes.

The rotor 103 is attached to shaft 106. Shaft 106 passes through a flexible bellows 107 and fits through bearings 109 which fix the shaft in radial and axial location with respect to housing 108. The shaft is connected to a electrical motor 104, which may be a reversible brushless DC motor, a servomotor, or a stepper motor. The motor 104 is electronically controlled, by circuitry in the electronics module 135, to allow the rotor 103 to be precisely driven in either direction. The precise control of the rotor 103 position provides for specific shaping of the generated pressure pulse. Such motors are commercially available and are not discussed further. The electronics module 135 may contain a programmable processor which can be preprogrammed to transmit data utilizing any of a number of encoding schemes which include, but are not limited to, Amplitude Shift Keying (ASK), Frequency Shift Keying (FSK), or Phase Shift Keying (PSK) or the combination of these techniques.

In one preferred embodiment, the tool housing 101 has pressure sensors, not shown, mounted in locations above and below the pulser assembly, with the sensing surface exposed to the fluid in the drill string bore. These sensors are powered by the electronics module 135 and can be for receiving surface transmitted pressure pulses. The processor in the electronics module 135 may be programmed to alter the data encoding parameters based on surface transmitted pulses. The encoding parameters can include type of encoding scheme, baseline pulse amplitude, baseline frequency, or other parameters affecting the encoding of data.

The entire pulser housing 108 is filled with appropriate lubricant 111 to lubricate the bearings 109 and to pressure compensate the internal pulser housing 108 pressure with the downhole pressure of the drilling mud 31. The bearings 109 are typical anti-friction bearings known in the art and are not described further. In a preferred embodiment, the seal 107 is a flexible bellows seal directly coupled to the shaft 106 and the pulser housing 108 and hermetically seals the oil filled pulser housing 108. The angular movement of the shaft 106 causes the flexible material of the bellows seal 107 to twist thereby accommodating the angular motion. The flexible bellows material may be an elastomeric material or, alternatively, a fiber reinforced elastomeric material. It is necessary to keep the angular rotation relatively small so that the bellows material will not be overstressed by the twisting motion. In an alternate preferred embodiment, the seal 107 may be an elastomeric rotating shaft seal or a mechanical face seal.

In a preferred embodiment, the motor 104 is adapted with a double ended shaft or alternatively a hollow shaft. One end of the motor shaft is attached to shaft 106 and the other end of the motor shaft is attached to torsion spring 105. The other end of torsion spring 105 is anchored to end cap 115. The torsion spring 105 along with the shaft 106 and the rotor 103 comprise a mechanical spring-mass system. The torsion spring 105 is designed such that this spring-mass system is at its natural frequency at, or near, the desired oscillating pulse frequency of the pulser. The methodology for designing a resonant torsion spring-mass system is well known in the mechanical arts and is not described here. The advantage of a resonant system is that once the system is at resonance, the motor only has to provide power to overcome external forces and system dampening, while the rotational inertia forces are balanced out by the resonating system.

FIG. 3 a shows a typical torque signature acting on an oscillating shear valve. The torque acting on the rotating disc is subdivided into three main parts, the torque due to the fluid force 310, the dynamic torque caused by the inertia and acceleration 315, and the counterbalancing spring torque 320 (example is taken for 40 Hz). If the dynamic torque 315 and the spring torque 320 are added, the spring torque 320 will cancel out most of the dynamic torque 315 and essentially only the fluidic torque 310 remains.

In an alternative preferred embodiment, the spring, that is primarily designed to cancel out the dynamic torque at high oscillating frequencies, is also used to cancel a portion of the fluidic torque at low oscillating frequencies. FIG. 3 d shows another example of the hydraulic torque 330 acting on the valve. In this case the valve is designed in a way that results in a hydraulic torque, that can be compensated with a spring. As shown, the shaped hydraulic valve torque 330 is partly compensated 331 by the spring torque 332. The maxima 333 of the compensated curve 331 are smaller than the maxima 334 of the original hydraulic torque 330. The spring can therefore serve to balance the inertia forces at higher frequencies and to compensate hydraulic forces at low frequencies.

In an alternative preferred embodiment, the spring used in the spring-mass system is a magnetic spring assembly 300, as shown in FIG. 3 b. The magnetic spring assembly 300 comprises an inner magnet carrier 303 being rigidly coupled to the shaft 106, inner magnets 301 fixed to the inner magnet carrier 303, and an outer magnet carrier 304, carrying the outer magnets 302. The outer magnet carrier 304 is mounted to the pulser housing 108. The outer magnet carrier 304 is adapted to be moved in the axial direction with respect to the tool axes, while remaining in a constant angular position with respect to the pulser housing 108. The magnetic spring assembly 300 creates a magnetic torque when the inner magnet carrier 303 is rotated with respect to the outer magnet carrier 304. Using an appropriate number of poles (number of magnet pairs) it is possible to create a magnetic spring torque which counterbalances the dynamic torques of the rotor 103, the shaft 106, the bearings 108, the inner magnet carrier 303, and the motor 104. With axial displacement of the outer magnet carrier 304 with respect to the inner magnet carrier 303, the magnetic spring rate and, therefore, the spring-mass natural frequency can be adjusted such that this spring-mass system is at its natural frequency at, or near, the desired oscillating pulse frequency of the pulser.

The above described rotor drive system provides precise control of the angular position of the rotor 103 with respect to the position of the stator 102. Such precise control allows the improved use of several encoding schemes common to the art of mud pulse telemetry.

In contrast to an axial reciprocating flow restrictor, the torque to drive a flow shear valve is not as dependent on the pressure drop being created. Hence the power to drive a shear valve at the same frequency and the same pressure drop is lower. Commonly used rotational shear valves that rotate at a constant speed consume relatively low power when operating at a constant frequency. A high power peak is required when those devices switch from one frequency to a second frequency, for example in an FSK system. With the oscillating spring mass system, the encoding or switching between phase/frequency/amplitude does not require a high actuation power, because the speed is always zero when the valve is fully closed or open. Starting from the zero speed level a phase/frequency/amplitude change does not substantially affect the overall power consumption. In a preferred embodiment of the shear valve, the main power is used to drive the system at a high frequency level. Once it is capable of creating a high frequency it can switch to another one almost immediately. This quick change gives a very high degree of freedom for encoding of telemetry data. The characteristic used for the encoding (frequency, phase or amplitude change) can be switched from one state to a second state, thereby transmitting information, within one period or less. No transition zone is needed between the different levels of encoded information. Hence there will be more information content per time frame in the pressure pulse signal of the oscillating shear valve than with a conventional shear valve system.

In another embodiment, the encoding characteristic change is initiated at any rotor position, with the new state of phase, frequency, or amplitude still achieved within one oscillating period.

FIG. 4 displays a graph which shows Phase Shift Key encoding of the oscillating shear valve as compared to a continuously rotating shear valve. The continuous phase shift signal 400 requires 1½ signal periods of the reference signal 405 to achieve a full 180° phase shift. In the transition time between 0.5 s and 0.9 s the information of the continuous phase shift signal 400 can not be used because it contains multiple frequencies. With the oscillating shear valve, the DC motor allows the rotor to be started at essentially any time thereby effectively providing an essentially instant phase shift. As shown in FIG. 4, the oscillating shear valve phase shift signal 410 starts at 0.5 s already in the proper phase shifted relationship with the reference signal 400 such that the following signal period can already be used for encoding purposes. Thus, there is more information per time frame with a phase shift keying signal generated with an angular oscillating shear valve than with a continuously rotating shear valve.

FIG. 5 displays a graph showing a Frequency Shift Keying signal of the angular oscillating shear valve compared to a signal of a continuously rotating shear valves using the same encoding scheme. This example shows a frequency shift from 40 Hz to 20 Hz and back to 40 Hz. At 0.10 s the frequency is shifted from 40 Hz to 20 Hz, with the signal 500 from the continuously rotating shear valve, shifting only one full amplitude 500 a of the low frequency at 0.16 s before it must shift back to the high frequency signal at 500 b. Only the peaks at 500 a and 500 b are suitable for encoding information. The transition periods before and after the frequency shift contain multiple frequencies which can not be used for coding purposes. With the signal 505 from the angular oscillating shear valve, there are still two fully usable amplitudes 505 a and 505 b at the lower frequency and two usable peaks at the higher frequency 505 c and 505 d. As with phase shift keying, there is more information content per time frame with the angular oscillating shear valve than with a continuously rotating shear valve. This can provide higher detection reliability by providing more cycles to lock onto, or alternatively the frequency changes can be more rapid, thereby increasing the data rate, or a combination of these.

An Amplitude Shift Key (ASK) signal can be easily generated with the oscillating shear valve of the present invention. The signal amplitude is proportional to the amount of flow restriction and thus is proportional to the amount of angular rotation of the rotor 103. The rotor rotation angle can be continuously controlled and, therefore, the amplitude of each cycle can be different as the motor 104 can accurately rotate the rotor 103 through a different angular rotation on each cycle according to programmed control from the electronics module 135.

In addition, because the rotor can be continuously and accurately controlled, combinations of ASK and FSK or ASK and PSK may be used to encode and transmit multiple signals at the same time, greatly increasing the effective data rate. FIG. 7 is a schematic showing one scheme for combining an ASK and an FSK encoded signal. Both signals are carried out in a constant phase relationship with an amplitude shift from A1 to A2 or from A2 to A1 representing data bits of a first encoded signal and the frequency shifts from F1 to F2 or from F2 to F1 representing data bits of a second encoded signal. This type of signal is generated by changing both the oscillating frequency of the rotor and simultaneously changing the rotor oscillation angle, as previously described. Similarly, a signal combining ASK and PSK encoding (not shown) can be generated by changing the phase relationship of a constant frequency signal while simultaneously changing the amplitude by changing the rotor oscillation angle. Here, the amplitude shifts represent a first encoded signal and the phase shifts represent a second encoded signal.

One problem for rotating valves used in a drill string is plugging the valve during operation, for example, with either lost circulation materials or foreign bodies in the flow stream. FIG. 6 a-6 d illustrates the anti-plugging feature of the angular oscillating shear valve as contrasted to a continuously rotating shear valve. FIGS. 6 a and 6 b show a continuously rotating shear valve and an oscillating shear valve, respectively. A rotor 603 rotates below a stator 602. Rotor 603 and stator 602 have a plurality of openings 607 and 606, respectively serving as a flow channels. Because of the rotor rotation, the flow channel is open when the flow channels 606 and 607 are aligned and the flow channel is closed when the both flow channels 606 and 607 are not aligned. A continuously rotating shear valve opens and closes the flow passage only in one rotational direction as seen in FIG. 6 a. An angular oscillating valve opens and closes the flow passage by alternating the rotational direction as illustrated in FIG. 6 b. A foreign body 605 enters and traverses a flow passage in both the stator 602 and the rotor 603. FIG. 6 c demonstrates that the continuously rotating shear valve jams the foreign body between the rotor 603 and the stator 602, and fails to continue to rotate, possibly requiring the downhole tool to be retrieved to the surface for maintenance. However, an oscillating shear valve, as illustrated in FIG. 6 d, opens the valve again in the opposite direction during its standard operation. The flow channel recovers to its full cross section area and the foreign body 605 is freed, and the valve continues to operate.

FIGS. 8A,B show another preferred embodiment, similar to that of FIG. 2 but incorporating a commonly known type of gear system 210 between the shaft 206 and the motor 204. Preferably the gear system 210 is a planetary gear arrangement. The motor 204 is connected to the sun wheel 219 (high speed) of the gear system 210. The shaft 206 is connected to multiple satellite wheels 217 (low speed) of the gear system 210. The torsion spring 205 is connected to shaft 206 and end cap (not shown). Alternatively, the torsion spring 205 may be connected to motor 204. If the spring 205 is connected to shaft 206, smaller spring torsion angles are required than connecting the spring to the motor 204. Depending on the selected gear ratio, the high speed- and low speed driven side can also be reversed. The annular gear 218 of the gear system 210 is fixed to the pulser housing 208.

FIG. 8B is a section view through the gear system 210 of FIG. 8A, showing a planetary gear arrangement with 4 satellites 217. It is obvious to one skilled in the art, that also other gear systems arrangements are possible. The gear ratio of such a planetary gear arrangement is given by Speed_(rotor)=Speed_(Motor)/1(Radius_(Annulargear)/Radius_(Sungear)) where the rotor 203 is directly coupled to the shaft 206. The gear system 210 allows more precise control of rotor 203 rotation. The motor shaft rotates more than the rotor 203 as determined by the gear ratio. By controlling the motor shaft angular position, the rotor 203 position can be controlled to a higher precision as related by the gear ratio. To keep the power demands of the pulser as small as possible, the gear ratio is optimized in regards to the spring-mass system and the inertias of the drive- and load side.

FIG. 8C shows a 3-dimensional plot based on a spring-mass system driven by a motor/gear combination. The plot is based on keeping the natural frequency of the spring-mass system constant for all shown combinations. Gear inertia and friction are neglected to simplify the model and to ease understanding. The plot shows the relation β=T_(M)/T_(MO) (motor torque with gear/motor torque without gear) versus gear ratio “n” (motor speed/rotor speed) and inertia ratio α=J_(M)/J_(L) (motor inertia to load inertia). The line, which separates the dark- and bright gray areas, is the line of equal motor torque. Using a gear above this line (dark grey area) will result in an unfavorably large motor torque, when the spring-mass system is oscillating. The plot shows, that for the given system only a certain gear ratio is advantageous. An example is shown by following the arrow on the chart. If the load-inertia is three times bigger than the motor-inertia, the gear ratio should not exceed 3 to avoid higher power consumption of the pulser due to using a gear system as compared to a pulser without the gear system.

FIG. 9A shows another preferred embodiment similar to that described in FIG. 8A incorporating a cam, or crank, shaft system 220 between the shaft 206 and the motor 204. Two preferred operating modes are possible with such a system. In one preferred embodiment, the gear system transmits oscillating (rotating back and forth) motor 204 movements into oscillating rotor 203 movements. Alternatively, continuous motor 204 rotation may be converted into oscillating rotor 203 movements.

The system 220 features two gears 229,231 and crank shaft 226. Crank shaft 226 is fixed to shaft 206. Drive gear 229 is positioned on motor shaft 204 and drives the secondary gear 231 fixed on drive shaft 230. Bearings (not shown) to keep the drive shaft 230 in position are incorporated into support plate 228. Support plate 228 is fixed to pulser housing 208. Drive shaft 230 features on it's opposite end an eccentric displaced drive pin 227. Drive pin 227 reaches into a slot of crank shaft 226.

FIG. 9B shows an example of the crank shaft gear system 220 movement. Driven by the electrical motor 204, drive shaft 230 and drive pin 227 are continuously rotated. Drive pin 227 rotates eccentrically around the axes of drive shaft 230. Due to the eccentric movement of drive pin 227, crank shaft 226 is forced to the left and to the right hand side, oscillating around the axes of shaft 206. The oscillation angle of shaft 206 is related to the eccentricity and diameter of drive pin 227 and the distance between the axes of drive shaft 230 and shaft 206. Alternatively, for an oscillating motor 204 movement (instead of rotating motor movement), the oscillation angle of shaft 206 is, in addition to above mentioned geometrical parameters, also related to the oscillation angle of motor 204. While the system is moving, the effective gear ratio is continuously changing depending on selected drive pin eccentricity, distance between axes of shaft 206 to drive pin 226, and the gear ratio between drive gear 229 and secondary gear 231. Practically a gear ratio of 1 to 6 may be realized in the design space of a common tool size. It is obvious to someone skilled in the art that other common cam shaft gears or crank shaft gears might be used to transmit a continuous motor rotation into an oscillating rotor movement.

FIG. 9C serves as an example to show how to adjust the eccentricity of drive pin 227. Drive shaft 230 has an bore, placed eccentric from its axes. Adjustment shaft 235 is placed inside the bore of drive shaft 230. Drive pin 227 is eccentrically fixed onto adjustment shaft 235. The eccentricity 231 of drive pin 227 to the axes of adjustment shaft 235 is the same as the eccentricity of adjustment shaft 235 to axes of drive shaft 230. To change the resulting eccentricity 237 of drive pin 227 to drive shaft 230, the adjustment pin 235 must be turned. Between a 0-180° turn, the resulting eccentricity 237 changes from zero to the maximum eccentricity, which equals two times the original eccentricity.

FIG. 9D shows an example of the gear ratio across the oscillation angle of motor 204. The abscissa 401 shows the motor oscillation angle from 0-360°. The ordinate 403 shows the torque ratio and ordinate 402 shows the speed ratio (the reverse of the torque ratio). At position 407 and 406, the rotor 203 reaches it maximum displacement and reverses the direction of movement. If hydraulic disturbances or loads are acting on the rotor shaft 206 the resulting torque at the motor shaft 204 is zero. Close to these positions, extremely large loads of valve shaft 206 can easily be supported by the motor 204.

FIG. 10 shows an example of multivalent coding. Instead of using a binary code with only two different conditions (on/off condition) advanced coding schemes can be used with the novel shear valve pulser of the present invention. In one preferred embodiment, in FIG. 10, three different frequencies f1, f2, f3 are used to explain multivalent coding. Using the change from one frequency into another one, six different conditions can be defined by using three frequencies. Changing from f1 to f2 is one condition 501. Other conditions are f2-f1 502, f1-f3 503, f3-f1 504, f3-f2 505, f2-f3 (not shown). Instead of frequency changes, phase shift changes, amplitude shift changes, or combinations thereof can be used for multivalent coding.

FIG. 11 shows an example how a chirp, or sweep (means a time dependent change in frequency), can be used to encode signals. Advantage of using a chirp is the larger bandwidth of the signal. Signal distortion and attenuation, due to e.g. reflections, is less critical than in a signal using just one—(e.g. Phase shift keying) or two frequencies to modulate/encode the data. In a binary code (on/off), as shown in FIG. 11, the presence of a chirp pattern signifies an “on” 601, and absence of a chirp pattern signifies an “off” 602. The bandwidth and the chirp pattern may be adjusted according to operational conditions.

The envelope curve of the chirp can also be considered as a discrete signal or discrete pulse. The chirp or any other frequency pattern inside the envelope curve gives an additional information to enhance detection of a single pulse at a receiver station.

FIG. 12 shows the measured signal of different frequencies at the location of a receiver. Due to reflections and interactions of the signal with the system boundaries, commonly used frequencies may be substantially attenuated. With the oscillating shear valve it is possible to choose frequencies exhibiting low attenuation to send and encode signals. As an example given in FIG. 12, for a frequency dependent binary code, the optimum frequencies might be the strong signal at 25 Hz 702 which is easy to detect and the weak signal at 20 Hz 701 which is nearly fully attenuated. Other frequencies of interest might be two low attenuated frequencies 703, 704 at 30 Hz and 35 Hz.

FIG. 13 shows, that in a different application, the frequency transmission characteristics may change and other frequencies might be better suited to send a binary signal. In FIG. 13, 20 Hz 802 and 35 Hz 804 could be selected for a binary coding scheme.

FIG. 14 shows two different shapes of a discrete square type signal. Both signals are generated by using the same rotor shape. Signal 901 features a sinusoidal increase in signal amplitude, followed by a plateau and a sinusoidal decrease in amplitude. Signal 902 is a true square signal. To generate signal 901 requires substantially less power, because less acceleration and deceleration of rotor masses is required to create the signal. Signal 902 requires very fast acceleration and deceleration of the rotor masses. Further more, the high frequency content of the sharp edges of signal 902 will suffer strong attenuation. At a far receiver station both signals will therefore look the same.

In another preferred embodiment, see FIG. 15, a non-venting, in-line downlink pulser using the oscillating shear valve system similar to that described in FIGS. 2A and 8A is installed in housing 52 in fluid supply line 13 and is connected to and controlled by control unit 24. Prior art surface-located downlink systems typically bypass, or vent, a certain amount of high pressure drilling fluid from the high pressure fluid supply line back to a suction tank. The bypass action generates a pressure (and associated flow) pulse that is detected downhole by pressure and/or flow sensors. The repeated bypass from the relatively high fluid supply pressure (on the order of 210-490 bar/3000-7000 psi) to approximately atmospheric pressure, at the suction tank, leads to extreme erosion of the bypass device, typically a valve, and results in shortened service life and high maintenance cost. Washout of such a valve on the fluid supply side may also be a safety hazard. With tendencies to higher surface pressures, these problems will be exacerbated. In addition, such prior art actuators commonly have low actuation speeds, leading to single pulse lengths of several seconds at high amplitudes on the order of 40 bar (570 psi).

The methods and apparatus of the present invention overcome the disadvantages of the prior art by providing a fast acting, oscillating shear valve directly in the fluid supply line without the need to bypass fluid to atmospheric pressure. The oscillating shear valve, of the present invention, has relatively low signal amplitudes on the order of 3-5 bar (45-75 psi) and causes little interference with the surface pumping system. The use of the oscillating shear valve as the downlink pulser provides all of the signal transmission capabilities previously described in relation to the downhole shear valve pulser assembly 19.

The downlink pulser transmits commands and data to a downhole receiver such as that in downhole pulser assembly 19, also previously described with reference to FIG. 2A. Pressure transducers are located in housing 101 for receiving surface generated pulses. The pressure transducers are preferably dynamic pressure transducers, such as hydrophones. The electronics module 135 receives and decodes the signals using a processor (not shown) in electronics module 135. The surface and downhole systems, each having a receiver and a pulser as described previously, may perform a bi-directional predetermined communication “handshake” by transmitting predetermined signals to each other. The uplink signal and the downlink signal need not be identical. In one embodiment, the surface and downhole systems may analyze the respective received signals and send a command back to the original transmitting location to alter the encoding parameters, as previously described, to achieve a predetermined acceptable data reception rate over the drilling fluid communication channel. The handshake sequence may be repeated and the encoding parameters altered until acceptable data reception is achieved. The handshake may be repeated whenever the data reception rate falls below the predetermined acceptable reception rate. The downhole processor may alter the data transmission parameters based on the surface transmitted pulses. The transmission parameters can include, but are not limited to, type of encoding scheme, baseline pulse amplitude, baseline frequency, or other parameters affecting the encoding of data. The downhole processor may, likewise, transmit information to the surface using a downhole pulser such as that described with reference to FIGS. 2A and 8A. The upward traveling pulses are received by sensor 18, located in the surface supply line 13, as previously described, and the decoded information may be analyzed to indicate transmission characteristics of the communication channel for modifying the characteristics of the surface transmitted signal in order to improve downhole signal detection. The changeable surface encoding parameters include, but are not limited to, type of encoding scheme, baseline pulse amplitude, baseline frequency, or other parameters affecting the encoding of data. One skilled in the art will recognize that the criteria for acceptable data reception is application dependent and may be determined, depending on the application, without undue experimentation.

Alternatively, the downhole receiver may be integrated into any of the sensor modules 17, 20, 22 and interconnected to the downhole pulser assembly 19.

Alternatively, the downlink pulser may be located at any other suitable surface location in the fluid supply stream such as, for example, in a sub 53 located on top of the drill string 9.

Alternatively, the downlink pulser may be any suitable non-venting, in-line pulser such as a poppet type pulser.

The foregoing description is directed to particular embodiments of the present invention for the purpose of illustration and explanation. It will be apparent, however, to one skilled in the art that many modifications and changes to the embodiment set forth above are possible. It is intended that the following claims be interpreted to embrace all such medications and changes. 

1. A mud pulse telemetry system, comprising: a surface located fluid supply line having a drilling fluid flowing therein; a non-venting pulser disposed in said drilling fluid in said supply line, said non-venting pulser adapted to generate pressure fluctuations in said drilling fluid; a downhole receiver in hydraulic communication with said pulser and adapted to detect said pressure fluctuations in said drilling fluid; a downhole pressure pulser configured to send a signal to a surface location, wherein the non-venting pulser and the downhole pressure pulser perform a signal handshake having an uplink signal and a downlink signal between the surface location and the downhole location; and a processor configured to determine a data reception rate at one of the surface location and the downhole location, compare the determined data reception rate to a predetermined data reception criterion for the one of the surface location and the downhole location, and instruct the other of the surface location and the downhole location to alter an encoding scheme of the at least one of said uplink signal and said downlink signal when the predetermined data reception rate is not achieved.
 2. The mud pulse telemetry system of claim 1, wherein the non-venting pulser is one of: (i) an oscillating shear valve pulser; and (ii) a reciprocating poppet pulser.
 3. The mud pulse telemetry system of claim 2, wherein the oscillating shear valve pulser includes: i. a non-rotating stator; ii. a rotor proximate said stator; and iii. a drive system adapted to drive the rotor in a controllable rotationally oscillating manner for generating pressure fluctuations in the drilling fluid, said drive system controlling at least one oscillating characteristic of interest of the rotor.
 4. The mud pulse telemetry system of claim 3, further comprising a controller for controlling the drive system.
 5. The mud pulse telemetry system of claim 1, wherein the downhole receiver includes at least one pressure sensor.
 6. The mud pulse telemetry system of claim 1, wherein the downhole receiver includes a downhole pulser for transmitting signals to a surface receiver.
 7. The mud pulse telemetry system of claim 1, further comprising a surface receiver including at least one pressure sensor.
 8. The mud pulse telemetry system of claim 3, wherein the at least one oscillating characteristic of interest of the rotor is at least one of: (i) an oscillating frequency of the rotor; (ii) an oscillating angle of the rotor; and (iii) an oscillating phase of the rotor.
 9. The mud pulse telemetry system of claim 3, wherein the drive system is one of: (i) an electric motor; (ii) an electric motor driven gear system; (iii) an electric motor driven adjustable pin and crank system; and (iv) an electric motor driven cam system for converting continuous motor rotation to oscillating rotor motion.
 10. The mud pulse telemetry system of claim 3, further comprising a torsion spring acting cooperatively with the drive system to reduce power required to drive said rotor in said controlled rotationally oscillating manner.
 11. The mud pulse telemetry system of claim 10, wherein the torsion spring comprises: i. an inner magnet assembly adapted to attach to the drive system distal from the rotor, and ii. a non-rotating outer magnetic assembly concentric with said inner magnet assembly and axially moveable with respect to said inner magnet assembly, said axially moveable outer magnet assembly acting cooperatively with said inner magnet assembly to create a magnetic spring having an adjustable spring constant.
 12. The mud pulse telemetry system of claim 10, wherein the torsion spring has a predetermined spring constant such that the torsion spring acts cooperatively with a plurality of rotating masses comprising the drive system and the rotor to create a torsional spring-mass system whose torsional resonant frequency is related to a predetermined pressure fluctuation frequency.
 13. The mud pulse telemetry system of claim 3, further comprising an oil-filled pulser housing having a fluid seal for preventing intrusion of wellbore fluid, the fluid seal comprising a flexible elastomeric bellows.
 14. The mud pulse telemetry system of claim 4, wherein the controller comprises circuitry to control the motion of the rotor, said circuitry including a programmable processor adapted to perform programmed instructions for controlling the motion of the rotor.
 15. A method of selecting a transmission parameter for bi-directional signal transmission between a surface location and a downhole location in a drilling mud communication channel, comprising: a. performing a signal handshake having an uplink signal and a downlink signal between said surface location and said downhole location; b. determining a data reception rate at one of the surface location and the downhole location and comparing the determined data reception rate to a predetermined data reception criterion for the one of the surface location and the downhole location; c. instructing the other of the surface location and the downhole location to alter an encoding scheme of at least one of said uplink signal and said downlink signal if the predetermined data reception rate is not achieved; and d. repeating steps a-c until the determined data reception rate meets the predetermined data reception criterion.
 16. The method of claim 15, wherein the at least one transmission parameter is chosen from a group consisting of: (i) a type of encoding scheme, (ii) a baseline pulse amplitude, and (iii) a baseline frequency.
 17. The method of claim 15, further comprising: disposing a non-venting pulser in a surface-located fluid supply line having a drilling fluid flowing therein; actuating said non-venting pulser to generate pressure fluctuations according to a predetermined encoding scheme in said flowing drilling fluid; and detecting said pressure fluctuations with a downhole receiver in hydraulic communication with said non-venting pulser.
 18. The method of claim 17, wherein the non-venting pulser is one of (i) an oscillating shear valve pulser and (ii) a reciprocating poppet pulser.
 19. The method of claim 17, wherein the step of actuating the non-venting pulser comprises controlling the actuation of the non-venting pulser with a controller.
 20. The method of claim 17, further comprising modifying the actuation of a downhole pulser in response to said detected pressure fluctuations.
 21. The method of claim 17, wherein the predetermined encoding scheme is at least one of (i) a phase shift key (PSK) encoding scheme, (ii) a frequency shift key (FSK) encoding scheme, (iii) an amplitude shift key (ASK) encoding scheme, (iv) a combination of an amplitude shift key (ASK) encoding scheme and a frequency shift key (FSK) encoding scheme, and (v) a combination of an amplitude shift key (ASK) encoding scheme and a phase shift key (PSK) encoding scheme. 